Customers

Only users with Dealer Authorized, Accounting and Salesperson Roles can access the Customers screen.

The Customers created on the opening screen are listed in a table. You can access the details of the relevant customer and the transactions button by holding down the orange triangles at the beginning of each row in the table or the row you want to perform a transaction on for half a second.

Transactions Button

• Show Related Invoices
  When you press this button, you can go to the invoices screen and access the paid or unpaid invoices of the relevant customer.

Note

Creating a customer can only be done when creating an invoice. When creating an invoice, a customer is automatically created with the information entered in the customer section.